account_balance
Investment manager · 13F filer · SEC CIK 1964722
Milestone Asset Management, LLC
Reported value$631Mas of Sep 30, 2026
Positions238 18 new, 39 sold out
Top 10 weight30.5%BUFR alone is 6%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BUFRFirst Tr Exchng Traded Fd Vi
6.3%
SGOViShares Tr
4.9%Added +5%
AAPLApple Inc.
4.7%Added +34%
NVDANVIDIA Corp
3.3%Added +73%
GOVTiShares Tr
2.3%Added +78%
SHOPShopify Inc.
1.9%Added +221%
EXELExelixis, Inc.
1.9%Added +581%
BUFDFirst Tr Exchng Traded Fd Vi
1.8%Trimmed −6%
KRKroger Co
1.7%New
MOAltria Group, Inc.
1.7%+169%
ANETArista Networks, Inc.
1.7%Added +168%
FTNTFortinet, Inc.
1.6%New
BUFRFirst Tr Exchng Traded Fd Vi
6.3%
SGOViShares Tr
4.9%Added +5%
AAPLApple Inc.
4.7%+34%
NVDANVIDIA Corp
3.3%+73%
GOVTiShares Tr
2.3%+78%
SHOPShopify Inc.
1.9%
EXEL1.9%BUFD1.8%
KR1.7%MO1.7%ANET1.7%FTNTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BUFR First Tr Exchng Traded Fd Vi 6.3% Held
SGOV iShares Tr 4.9% Added +5%
AAPL Apple Inc. 4.7% Added +34%NVDA NVIDIA Corp 3.3% Added +73%GOVT iShares Tr 2.3% Added +78%
SHOP Shopify Inc. 1.9% Added +221%EXEL Exelixis, Inc. 1.9% Added +581%BUFD First Tr Exchng Traded Fd Vi 1.8% Trimmed −6%
KR Kroger Co 1.7% NewMO Altria Group, Inc. 1.7% Added +169%ANET Arista Networks, Inc. 1.7% Added +168%FTNT Fortinet, Inc. 1.6% NewWhat changed
Biggest moves since Jun 30, 2026
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